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Specialist Financial Services Recruitment

How we can help you attract the right candidates to your Financial Advice firm

We understand it takes a broad range of talent to run a profitable financial advisory firm. In today’s competitive climate, the need for a loyal team of high-performers in every department cannot be overstated. In order to build a winning team, wealth management firms must strike engagement with each respective audience, crafting a compelling proposition that pulls in the best and brightest for each area of the company.

Business leaders and HR professionals in the financial sector appreciate this pressing need – however, with an ever-growing list of responsibilities, dedicating the time to crafting and implementing a successful talent acquisition strategy isn’t easy.

That’s where we come in. With a myriad of roles to recruit, our team works with Financial Advice firms to source and secure a steady stream of talented candidates. If your firm is on a recruitment drive but needs a helping hand, we’re available to provide specialist support across a number of areas:

From Financial Advisers, Paraplanners, Technical Administrators, Pensions Specialists, Mortgage Specialist (Advisers & Underwriters) Compliance professionals, HR, IT and Fin-Tech to finance-specific roles, we’ve got you covered.


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Permanent & Contractors Solutions

Today, the UK workforce is full to the brim with freelancers, independent contractors and on-demand workers. In the world of wealth management, capitalising on talent within the contractor market can allow firms to reduce their overheads and fill skills gaps within various departments.

At Heat Recruitment, we put wealth management firms in touch with highly talented contractors that can meet their needs on a short or long-term basis. We’ll manage the process and ensure everything runs smoothly from sourcing to placement to ensure minimal disruption.

On the other hand, we know that taking on new talent on a permanent basis can benefit a wealth management firm in the long-run. Should you seek specialist support in the hiring process, our team bring years of expertise in the financial services sector and a collective network brimming with a diverse range of talent;

From Financial Advisers, Paraplanners, Technical Administrators, Pensions Specialists, Mortgage Specialist (Advisers & Underwriters) Compliance professionals, HR, IT and Fin-Tech to finance-specific roles, we’ve got you covered.

Recruitment Process Outsource (RPO)

Today’s sophisticated RPO partnerships goes beyond the goal of getting people through the door – rather, they act as a true extension of the business, collaborating with the HR leaders and hiring managers of the firm to devise and implement a talent acquisition strategy that reflects the company goals. From working with you to shape your employer brand to using data analytics to continually optimise the process, partnering with Heat Recruitment can be transformational for a wealth management firm with a range of roles to fill.

We don’t have a one-size fits all approach to building an RPO, this will be completely tailored to the needs and hiring strategy of the business to maximise results and financial efficiency. Typically, this model will work well with firms seeking to make multiple hires throughout the year, with a desire to streamline their recruitment process.

Contingency Search

In a landscape characterised by constant change, it’s not always easy to see what challenges or needs might be waiting around the corner. Sometimes it makes sense to only pay when the process is complete and your new hire is fully on board. Should you need a recruiter you can call upon to place a particular candidate at the drop of a hat, you can count on us to deliver a service that exceeds your expectations. We approach contingency recruiting with thoroughness, discretion and deep industry knowledge. Boasting an unrivalled network of candidates in the sector, we will help you to source the talent necessary to achieve your strategic ambitions.

Executive Search / Headhunting

From the increasing cost of regulation to digital disruption and mounting competition from new market entrants, executives in wealth management firms today require strategic vision and experience in order to compete effectively. Sourcing candidates for senior roles in this sector demands an understanding of what it takes to navigate challenges and drive success in a wealth management firm today.

Having placed a vast number of senior-level candidates for financial advisory firms across the country, you can count on us to find leaders from our extensive networks who can capture opportunities and deliver targeted investment outcomes. Working proactively on your behalf and treating the search with the highest level of confidentiality, our executive search team can connect you with outstanding leaders who possess the industry insight and expertise necessary to achieve transformational results.


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